Smith, Moore & Co. Schwab Strategic Tr Us Small C Transaction History

Smith, Moore & Co.

$1.05 Billion
Q4 2024

A detailed history of Smith, Moore & Co. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Smith, Moore & Co. holds 9,519 shares of SCHA stock, worth $243,781. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,519

Holding current value

$243,781

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$25.33 - $51.16 $241,116 - $486,992	9,519 New	9,519 $246,000

Others Institutions Holding SCHA

# of Institutions

1,242

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.19 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$649 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$352 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$269 Million
2.07% of portfolio
Envestnet Asset Management Inc

6.31M
Shares

$162 Million
0.05% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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